4 / 5 Stars
4 5 2 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#26 in Small Blend
U.S. News evaluated 225 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.87 percent over the past year, 15.45 percent over the past three years, 24.41 percent over the past five years, and 8.34 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||24.4%|
|10 Years (Annualized)||8.3%|
The investment seeks to achieve long-term capital appreciation. The fund pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of small cap companies traded on a principal U.S. exchange or on the over-the-counter market in the United States. It normally will invest at least 80% of its net assets in securities of U.S. small cap companies. The fund may lend its portfolio securities to generate additional income.
Fees are Above Average compared to funds in the same category.
SA U.S. Small Company Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.